Export and copy data

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

Learn how you can view the underlying transactions that make up each value in your financial statement.

Learn how to add levels to your financials to break down data and easily see how individual items contribute to overall performance.

Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.